Top Financial Services Customer Success & Experience Jobs in New York City, NY

The KYC Analyst supports onboarding by performing KYC screenings and data management, maintaining client relationships, and ensuring regulatory compliance.

The Client & Trading Success Analyst will manage client relationships in trading, enhance user experience, and drive continuous improvement within the team.

As a Customer Service Representative, you will provide exceptional service by assisting policyholders with policy details, claim status, and payments while maintaining communication via phone and email.

As a Client Success Lead, manage merchant relationships, drive revenue growth, and optimize performance through cross-functional collaboration and contract management.

The Enterprise Account Manager manages post-sale relationships for enterprise accounts, drives adoption, performance, and revenue growth, and leads rollout strategies across multiple veterinary locations.

The Business Procedures Consultant oversees projects, ensures operations meet objectives, analyzes data for improvements, and communicates changes effectively.

The Procore Consultant II will design and implement client-specific solutions, train teams, mentor analysts, and support sales efforts with Procore and construction accounting expertise.

As a Collections Specialist, you will manage SMB customer accounts, negotiate payment plans, achieve recovery targets, and document accounts in Salesforce CRM.

The Default Servicing Specialist monitors investments for default events, communicates with homeowners, and conducts due diligence on default incidents, maintaining accuracy and compliance with regulations.

The Principal Solutions Specialist engages RIA prospects, utilizing expertise in client service operations, to enhance brand recognition and assist in the sales process by connecting operational challenges to Advisor360°'s solutions.